将连接角色从潜在客户复制到联系人和客户
Copying the connection roles from lead to contact and account
D365 在线 - 将潜在客户记录中存在的连接角色复制到联系人和帐户,当用户限定潜在客户时?有无代码解决方案吗?
CRM 在内部使用内置插件在合格的潜在客户流上创建连接。这意味着 CRM 本身使用代码使用连接角色创建连接。
所以有 no no-code 解决方案可以级联实体之间的连接,除非某些托管解决方案在市场上这样做。
参考:Blog link
when you qualify the Lead, a new Contact and a new Opportunity is created and also connections between these new records are created. The new connection records use a stakeholder role.
参考:Blog link
The plugin in question is responsible for, after the contact has be created by the lead qualification, creating a connection between the opportunity and the contact with the role of stake holder.
the plugin has the guid of the role hard coded into it. Even more fortunate is that this guid is standard across all Dynamics CRM deployments.
D365 在线 - 将潜在客户记录中存在的连接角色复制到联系人和帐户,当用户限定潜在客户时?有无代码解决方案吗?
CRM 在内部使用内置插件在合格的潜在客户流上创建连接。这意味着 CRM 本身使用代码使用连接角色创建连接。
所以有 no no-code 解决方案可以级联实体之间的连接,除非某些托管解决方案在市场上这样做。
参考:Blog link
when you qualify the Lead, a new Contact and a new Opportunity is created and also connections between these new records are created. The new connection records use a stakeholder role.
参考:Blog link
The plugin in question is responsible for, after the contact has be created by the lead qualification, creating a connection between the opportunity and the contact with the role of stake holder.
the plugin has the guid of the role hard coded into it. Even more fortunate is that this guid is standard across all Dynamics CRM deployments.